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UBS Group
UBS

Overview Fund Activity

312 hedge funds and large institutions have $22.9B invested in UBS Group in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+13
Holders Change %
+4.35%
% of All Funds
7.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
47
Increased
119
Reduced
95
Closed
33
Calls
$288M
Puts
$793M
Net Calls
-$505M
Net Calls Change
-$241M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.67B
2
Capital World Investors
Capital World Investors
California
$331M
3
GQG Partners
GQG Partners
Florida
$159M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
5
Franklin Resources
Franklin Resources
California
$1.24B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$663M
2
Norges Bank
Norges Bank
Norway
$1.56B
3
Deutsche Bank
Deutsche Bank
Germany
$417M
4
CS
Credit Suisse
Switzerland
$1.47B
5
AL
Appaloosa LP
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
276
EARNEST Partners
Georgia
$9K – – –
PMFA
277
Plante Moran Financial Advisors
Michigan
$9K +$416 +25 +5%
PAM
278
Panagora Asset Management
Massachusetts
$9K +$9K +595 New
SIS
279
Sound Income Strategies
Florida
$8K -$34.6K -2,162 -81%
SPIA
280
Steward Partners Investment Advisory
New York
$8K -$6K -375 -43%
AC
281
Avestar Capital
New York
$7K +$1.22K +93 +21%
AF
282
Allworth Financial
California
$6K – – –
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$6K – – –
CCM
284
Causeway Capital Management
California
$6K – – –
BL
285
Balentine LLC
Georgia
$6K +$6K +406 New
DBT
286
Dubuque Bank & Trust
Iowa
$5K – – –
KL
287
KWMG LLC
Kansas
$5K – – –
GWM
288
Geneos Wealth Management
Colorado
$4K -$5K -375 -56%
WTC
289
WhitTier Trust Company
Nevada
$4K – – –
SMFS
290
Squar Milner Financial Services
California
$4K – – –
SCM
291
Southport Capital Management
Tennessee
$4K +$4K +240 New
MCM
292
Mainstay Capital Management
Michigan
$3K +$3K +190 New
WC
293
Whitney & Co
New York
$3K +$3K +227 New
LWA
294
Lenox Wealth Advisors
New York
$2K -$19K -1,261 -90%
WEC
295
Winslow Evans & Crocker
Massachusetts
$2K – – –
FM
296
Forward Management
California
$2K – – –
Lazard Asset Management
297
Lazard Asset Management
New York
$2K +$2K +149 New
APA
298
American Portfolios Advisors
New York
$1.84K -$11.6K -740 -86%
TWA
299
TCI Wealth Advisors
Arizona
$1K -$15.4K -570 -94%
IFAM
300
Institutional & Family Asset Management
Colorado
$1K – – –
10 11
12
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